All posts by Larry Berman

Going for Gold, but Not on the Podium

The World Gold Council mid-year outlook suggests that higher rates running faster than inflation hurt in the first half. Current expectations for real yields (inflation versus nominal yields) now suggest gold should be on the podium. That fact that gold is not shinning requires a

OPEC Plus ESG Equals Higher Prices!

Oil markets were devastated by COVID in 2020, but it is really Environment Social Governance (ESG) investing trends that has had a bigger (longer-term) impact. Most understand that the future of energy creation will be in renewables. I am not sure transatlantic flights will every